We Are Looking at a Much Bigger Slowdown for China Next Year, Says Autonomous Research

The transcript discusses an anticipated economic slowdown for the next year, driven by a collapse in a specific credit measure. Despite being in easing mode since July, the effects have not been transmitted, particularly in China, where easing efforts have not led to expected outcomes. This is due to ongoing de-risking efforts and restrictions on the property sector. The lack of credit pickup and external challenges contribute to a negative outlook for the coming year.

What are the key reasons for the anticipated economic slowdown next year?

How does the current credit measure differ from previous years?

What impact does the situation in China have on the global economy?

In what ways are local officials being held accountable for debt?

What are the implications of the property sector not participating in the economic recovery?